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Continuing Education Events

HKSFA is recognised by The Securities and Futures Commission as an institution for providing Continuous Professional Training (CPT). Our Continuing Education events are qualified for CPT hours.  HKSFA is a CFA Institute Approved-Provider and can determine which activities HKSFA organises to be qualified for continuing education credits for the CFA Institute Continuing Education Programme. HKSFA has also participated in the CFA Societies Global Passport Program which allows society members to enjoy local society member rate at selected events of the participating societies around the globe.  Selected events will be marked with the CFA Societies Global Passport Program logo.

HKSFA has been organising continuing education events since 1993. It is our tradition to invite prestigious speakers including senior management in the government, financial agencies and corporations, and many others to guide us through the latest development in the industry which is helpful to the financial analysts in Hong Kong. We welcome you to join our upcoming events below and share your thoughts.

Active Participants Award Scheme

Coupons for Continuing Education luncheon or half-day seminar will be awarded to members who have attended the HKSFA functions and obtained at least 20 CPT hours within each fiscal year (July - June). The top three participants of these members will also be invited to join the HKSFA Annual Award Dinner and presented with a recognition certificate and a small gift.
Click the date for details of the appropriate event, and click here for information of typhoon and black rainstorm arrangement.

List of Events
20-May-2017   08:15 a.m. - 1:00 p.m. [Completed]      
  Intermediate Investment Analytics & Data Visualization with R - Module 1 (Event Code: 170520W)
Guest(s) / Speaker(s) : Mr. Mark C. Hoogendijk, CFA, CAIA
Managing Director
E8 Consulting Asia

17-May-2017   7:00 p.m. - 8:30 p.m. [Full] [Waiting List]      
  Valuation Discussion of REITs (Joint CPT/CPD with RICS) (Event Code: 170517S)
Guest(s) / Speaker(s) : Mr. Victor S Yeung, CFA, MRICS
Chief Investment Officer
Admiral Investment Limited

15-May-2017   12:15 p.m. - 1:30 p.m. [Completed]      
  Factor Investing (Event Code: 170515LU)
Guest(s) / Speaker(s) : Mr. Jason Hsu
Chairman and CIO, Rayliant Global Advisors,
Co-founder and Vice Chairman, Research Affiliates,
Professor in Finance, UCLA Anderson School

10-May-2017   12:15 p.m. - 1:30 p.m. [Completed]      
  Capturing the Chinese A-shares and H-shares Price Anomaly (Event Code: 170510LU)
Guest(s) / Speaker(s) : Mr. Eddie Pong
Regional Director, Head of Asia Pacific Research
FTSE Russell

09-May-2017   6:30 p.m. - 8:00 p.m.      
  Impact of the GIPS standards on performance reporting and investor confidence (Event Code: )
Guest(s) / Speaker(s) : Mr. Jonathan Boersma, CFA
Head, Professional Standards and Executive Director of Global Investment Performance Standards, CFA Institute

Mr. Jerome Chung, CPA
Member of GIPS Interpretations Subcommittee and GIPS Real Estate Group

Ms. Irene Cheung, CFA
Director, Standards of Practice, Asia Pacific, CFA Institute


05-May-2017   12:15 p.m. - 1:30 p.m.      
  Restoring Investors Trust: What investors want & how investment managers can better position themselves (Event Code: 170505LU)
Guest(s) / Speaker(s) : Mr. Jonathan Boersma, CFA
Head, Professional Standards
CFA Institute

27-Apr-2017   5:30 p.m. - 8:00 p.m.      
  Green Finance Forum 2 - Sustainable Investment Trends, Green Indices and Opportunities for Hong Kong Professionals [Complimentary] (Event Code: 170427S)
Guest(s) / Speaker(s) : Keynote Speaker:
Ms. Martina Macpherson
Global Head of Sustainability Indices

Ms. Mary Leung, CFA
Head of Standards and Advocacy, Asia Pacific
CFA Institute

Mr. Jonathan Drew
Managing Director, Infrastructure and Real Estate Group, Global banking Asia-Pacific
The Hong Kong and Shanghai Banking Corporation Limited

Ms. Hannah Routh
Director, Sustainability and Climate Change
PricewaterhouseCoopers Ltd

Mr. Simon Weston
Senior Fund Manager, AXA Investment Managers

26-Apr-2017   12:15 p.m. - 1:30 p.m. [Completed]      
  Liquid Alternative Investments (Event Code: 170426LU)
Guest(s) / Speaker(s) : Dr. Keith Black, CFA, CAIA
Managing Director of Curriculum
CAIA Association

03-Apr-2017   08:30 a.m. - 6:00 p.m. [Completed]      
Guest(s) / Speaker(s) : Dr. Attilio Meucci, CFA
APRM Research

Dr. Angela Loregian, CFA
APRM Research

29-Mar-2017   6:30 p.m. - 7:45 p.m. [Completed]      
  Financial Market History: Reflections on the Past for Investors Today by David Chambers and Elroy Dimson (Event Code: 170329S)
Guest(s) / Speaker(s) :